ELEVATUS WEALTH MANAGEMENT, LLC

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UUID97a16db2-e610-545d-8a4c-90d72345d891

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:55

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	325629	325629	—	1.0
sec_file_number	801-127608	801-127608	—	—

Profile

WebsiteHTTPS://WWW.ELEVATUSWEALTH.COM/

HQ CityVICTOR

HQ StateNY

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)438,067,982.0
RAUM (discretionary)438,067,982.0
Actionable assets370,583,027.0
Accounts1,203.0

Institutional Clients

Government AUM—
Pension AUM9,555,316.0
Charitable AUM991,000.0
HNW AUM359,418,674.0

As of 2025-07-02 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
Antocicco, Daniel, F	FOUNDER/MANAGING DIRECTOR	OFFICER	—	{"filing_id": "2014597", "owner_id": "4253396", "source": "adv_part1", "table": "Schedule_A_B"}
HARE, DANIEL, J	FOUNDER/MANAGING DIRECTOR	OFFICER	—	{"filing_id": "2014597", "owner_id": "4686625", "source": "adv_part1", "table": "Schedule_A_B"}
PLUMMER, CHRISTOPHER, GEORGE	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2014597", "owner_id": "4460469", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

Antocicco, Daniel, F

FOUNDER/MANAGING DIRECTOR

OFFICER

—

{"filing_id": "2014597", "owner_id": "4253396", "source": "adv_part1", "table": "Schedule_A_B"}

HARE, DANIEL, J

FOUNDER/MANAGING DIRECTOR

OFFICER

—

{"filing_id": "2014597", "owner_id": "4686625", "source": "adv_part1", "table": "Schedule_A_B"}

PLUMMER, CHRISTOPHER, GEORGE

CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2014597", "owner_id": "4460469", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/05/2025 05:27:03 PM",
  "filing_id": "2014597",
  "reg_type": "IA"
}
```

ELEVATUS WEALTH MANAGEMENT, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1